Senior Manager, Financial Planning & Analysis (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Manager, Financial Planning & Analysis (Fintech): Leading the end-to-end quarterly financial forecast process and operating budget cycle for a maturing fintech platform with an accent on translating complex portfolio data into actionable executive insights. Focus on scaling financial infrastructure, driving ROI analysis for new initiatives, and implementing AI-driven financial modeling.
Location: Remote, Must be based in the United States. Ability to travel for high-impact collaboration (4–6 trips annually).
Salary: $170,000 - $190,000 per year
Company
is a purpose-driven fintech company that provides accessible credit cards and financial tools to underserved US consumers to help them unlock financial progress.
What you will do
- Lead the annual operating budget process and develop quarterly rolling financial forecasts to align targets with corporate strategy.
- Manage complex, driver-based financial models to forecast business performance under various scenarios.
- Conduct deep-dive variance analyses to identify root causes of performance gaps and present insights to senior leadership.
- Oversee monthly financial review packages and KPIs for the CFO and Board of Directors.
- Partner with technical and operational teams to analyze the financial implications of business decisions and ROI on new initiatives.
- Mentor and coach junior analysts to foster their professional development as the team grows.
Requirements
- Bachelor's degree in Finance, Economics, or a related quantitative field.
- 5+ years of experience in financial analysis and modeling within the financial services or fintech industry.
- Proven track record of building rigorous analytics or financial infrastructure from the ground up.
- Experience modeling GAAP financial statements (Income Statement, Balance Sheet, and Cash Flow).
- Must be based in the United States.
Nice to have
- Previous experience in the credit card or financial services industry.
- At least 3 years of experience managing an FP&A function.
- Proficiency with EPM tools (Workday Adaptive, OneStream, etc.) and data tools like SQL or Python for automation.
- Strong interest in leveraging AI to modernize traditional financial modeling.
Culture & Benefits
- Comprehensive benefits plan including health, dental, and vision insurance options.
- 401(k) match and flexible spending accounts (FSA) for childcare and healthcare.
- Remote-friendly work environment with a focus on empathy and collaboration.
- Paid time off, paid parental leave, and a monthly wellness stipend.
- Life insurance and disability coverage.
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